Client Solutions Professional
vor 3 Wochen
Finatal are partnered with a large-cap private markets investment manager, looking for a Client Solutions Professional to join their dynamic Private Wealth Client Solutions team. In this role, you will collaborate with senior stakeholders to develop tailored investment solutions, support fundraising initiatives, and deliver exceptional client service across the DACH region. The ideal candidate will combine strong private markets experience with excellent communication skills.ResponsibilitiesSupport the Private Wealth team in developing and managing relationships with existing and prospective distribution partners.Assist with strategic distribution projects across open-ended and closed-ended funds, including day-to-day wholesale activities and advisor study sessions.Create tailored, high-quality marketing materials, responses to client queries, and performance updates.Provide proficiency in product features, operational and regulatory processes, and client onboarding including CDD/KYC.Collaborate with internal teams, including portfolio solutions, structuring, and marketing, to streamline client engagement.RequirementsBachelor’s degree in finance, accounting, economics, or a relevant discipline.3+ years of relevant private markets experience, ideally with familiarity in open-ended funds, mutual funds, and closed-ended products.Strong project management skills with the ability to drive multiple initiatives simultaneously.Excellent interpersonal, presentation, and relationship management skills, with a polished professional demeanour.Fluent in German (essential) and English.Seniority levelMid-Senior levelEmployment typeFull-timeJob functionFinanceIndustriesVenture Capital and Private Equity PrincipalsReferrals increase your chances of interviewing at Finatal by 2xGet notified about new Client Solutions Specialist jobs in Zurich, Switzerland. #J-18808-Ljbffr
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Client Solutions Professional
vor 3 Wochen
Zürich, Schweiz Finatal VollzeitClient Solutions Professional Salary | Competitive Location | Zurich or London (Open to those relocating) Permanent RP14680 Finatal are partnered with global private markets investment manager, looking for a Client Solutions Professional to join their dynamic Private Wealth Client Solutions team. In this role, you will collaborate with senior stakeholders to...
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Client Solutions Professional
vor 2 Wochen
Zürich, Zürich, Schweiz Finatal Vollzeit CHF 80'000 - CHF 120'000 pro JahrClient Solutions ProfessionalSalary |CompetitiveLocation |Zurich or London (Open to those relocating)PermanentRP14680Finatal are partnered with global private markets investment manager, looking for a Client Solutions Professional to join their dynamic Private Wealth Client Solutions team. In this role, you will collaborate with senior stakeholders to...
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Associate / Senior Associate - Client Solutions
vor 2 Wochen
Zürich, Schweiz StepStone Group VollzeitWe are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to...
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Associate / Senior Associate - Client Solutions
vor 2 Wochen
Zürich, Schweiz StepStone Group VollzeitWe are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to...
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Nordic Private Wealth Client Solutions Lead
vor 3 Wochen
Zürich, Schweiz Finatal VollzeitA global private markets investment manager in Zurich is seeking a Client Solutions Professional to join their Private Wealth team. This role involves developing tailored investment solutions, supporting fundraising initiatives, and collaborating with stakeholders. The ideal candidate will have over 3 years of experience in private markets and excellent...
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Associate / Senior Associate - Client Solutions
vor 1 Woche
Zürich, Zürich, Schweiz StepStone Group Vollzeit CHF 80'000 - CHF 120'000 pro JahrWe are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to...
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Client Manager
Vor 5 Tagen
Zürich, ZH, Schweiz GAM Investments VollzeitAMBITIOUS? BRIGHT? RIGHT? GAM is one of the world’s leading independent asset managers. We provide differentiated active investment solutions and products for institutions, financial intermediaries and private investors. Together we share a common set of values rooted in teamwork, integrity, entrepreneurial flair and professional excellence. Our...
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Client Solutions Engineer
vor 2 Wochen
Zürich, Schweiz Avaloq AG VollzeitJoin our Technology R&D Lab as a Client Solutions Engineer and become the technical bridge between our innovative composable banking platform and the financial institutions we serve. You will play a crucial role in driving customer success by creating comprehensive implementation documentation, supporting client engineering teams through their integration...
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Client Solutions Engineer
vor 2 Wochen
Zürich, Schweiz myGwork - LGBTQ+ Business Community VollzeitJoin to apply for the Client Solutions Engineer role at myGwork - LGBTQ+ Business Community Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 170 clients in 35 countries. We are an industry‑leading provider of wealth management technology and services...
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Client Solutions Engineer
vor 1 Woche
Zürich, Schweiz Avaloq VollzeitJob DescriptionJoin our Technology R&D Lab as a Client Solutions Engineer and become the technical bridge between our innovative composable banking platform and the financial institutions we serve. You have a deep understanding of investment, portfolio analysis and performance as well as strong technical skills. You will play a crucial role in driving...
